401(k) · DOL Form 5500 · 2023

Calpine Corporation 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
147
Participants Small participant base
87th
Percentile by assets National rank
$411,884
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Calpine Union 401(k) Retirement Savings Plan · Sponsored by Calpine Corporation · Texas · Utilities

$61M in assets, 147 participants

Calpine Corporation's Calpine Union 401(k) Retirement Savings Plan reported $61M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #396 in Utilities (721 peers)

Coverage in Texas

Calpine Union 401(k) Retirement Savings Plan covers 147 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $61M.

#396
in Utilities (721 peers)
+12.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Calpine Union 401(k) Retirement Savings Plan's outsized position by total assets

Calpine Union 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$60,546,983 Top 13% higher than 87% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Calpine Union 401(k) Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Calpine Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Calpine Union 401(k) Retirement Savings Plan reported net income rose from -$17M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Calpine Union 401(k) Retirement Savings Plan end-of-year assets rose from $54M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Calpine Union 401(k) Retirement Savings Plan reported participants fell from 151 in the plan year 2022 filing to 147 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 770212977 · Calpine Corporation PY 2023 · 401(k)

Calpine Union 401(k) Retirement Savings Plan · $61M · 147 · 87th

  • SCH $61M
  • SCH 147
  • SCH 87th
  • SCH 401(k)
  • SCH near Doximity 401(k) Plan
  • SCH ind #396

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Utilities retirement plans → · Plans in Texas →

Calpine Union 401(k) Retirement Savings Plan in the asset neighbourhood

Randa Accessories Retirement Savings PlanRanda Accessories Retirement…$61MCalpine Union 401(k) Retirement Savings PlanCalpine Union 401(k) Retirem…$61MPiazza Management Company 401(k) PlanPiazza Management Company 40…$61MDoximity 401(k) Plan$61MUnison 401(k) Plan$61M
End-of-year total assets ($M) among Calpine Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$61M
Net Income$7M
Employer EIN770212977
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calpine Corporation)

Sponsor-wide plan assets over time

All Calpine Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$828M 31.08764870547644% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $632M $828M ▲ +31.1%
Year Plans Participants Total Assets
2022 3 2,280 $632M
2023 3 2,202 $743M
2024 3 2,361 $828M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Calpine Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Calpine Union 401(k) Retirement Savings Plan, Total assets ($B): 0.060546983 · Participants: 147Calpine Union 401(k) Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Calpine Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Calpine Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

Calpine Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Doximity 401(k) Plan in CA ($61M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Calpine Union 401(k) Retirement Savings Plan assets move in 2023? ▼
Calpine Union 401(k) Retirement Savings Plan grew at a solid clip - up 12.4% during 2023, from $54M to $61M. Reported net income was $7M.
How have Calpine Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calpine Corporation's sponsor-wide assets grew 31.1%, from $632M to $828M.
Where does Calpine Union 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Calpine Union 401(k) Retirement Savings Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Calpine Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Doximity 401(k) Plan in CA ($61M, 709 participants).
Which 401(k) plans cover a similar participant headcount to Calpine Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770212977.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.